Maria Solis DeNoon
Merriam,KS
Summary
Results-driven Client Relationship Executive known for productivity and efficiency in task completion. Possess specialized skills in client needs assessment, solution-oriented service delivery, and strategic account management. Excel at communication, problem-solving, and relationship-building, ensuring successful client partnerships and satisfaction.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Client Relationship Executive
Sun Life
11.2023 - Current
- Established and took ownership of a business plan with the focus on block management, growth, and development.
- Proactively seek opportunities to increase revenue, both organically and through cross-sell opportunities.
- Consistently communicates proactively with brokers/clients through in-person meetings, scheduled callout's, and electronic communication methods.
- Managed the renewal process for assigned block of business, analyzing experience information and client data to develop comprehensive renewal recommendations.
- Established effective communication channels between agency partners and the internal team, fostering collaboration.
- Established and maintained outstanding relationships with brokers and plan sponsors, ensuring exceptional service for life, dental, disability, and various supplemental health or group benefit plans.
- Oversees the identification of root cause for various issues and actively participates in the creation of innovative solutions, while fostering excellent working relationships with internal service departments.
- Participated in finalist presentations, ensuring consistent and confident representation of the Sun Life account management and service value story.
Client Manager
Sun Life
04.2020 - 11.2023
- Partnering with Sales partner in the implementation and execution of prospect and renewal activity.
- Maintaining an effective quote and renewal pipeline for each assigned sales partner.
- Managing service issues for all in-force policies to ensure customer satisfaction and positively influence persistency.
- Proactively assess client needs for assigned book of business.
- Lead installation calls with group and broker to ensure groups have what they need to administer their plan seamlessly.
- Acting as a liaison between the home office and the Stop Loss Specialists in the field.
- Create and maintain positive and productive working relationships with internal partners to ensure client inquiries/issues are resolved in a timely and positive manner.
Account Specialist
The Standard Insurance
02.2018 - 04.2020
- Manage effective relationships with policyholders and producers on assigned caseload through on-site visits, professional negotiation, responsive communication, and problem resolution.
- Act as a liaison between home office departments and customers.
- Initiate plan improvements, resolve administrative inconsistencies, answer commission, claims, premium, and evidence of insurability questions.
- Aggressively pursue opportunities to improve profitability, retention, and growth.
- Closely tracked renewal activity and organized comprehensive renewal packages for both producer and policyholder, providing justifications for renewals while suggesting appropriate modifications.
- Identified and promoted additional lines of coverage or plan improvements on assigned block of business.
- Successfully managed the enrollment and re-enrollment procedures through preparation of necessary materials, conducting informative meetings, and actively participating in benefit fairs when required.
Voluntary Enrollment Specialist
The Hartford Insurance
10.2015 - 12.2017
- Act as a resource for the Benefit Counselor Team in communicating new and ongoing voluntary initiatives.
- Facilitate the relationship between the Benefit Counselors and internal company roles.
- Staff benefit counselors for onsite enrollment events.
- Attend nationwide enrollment events as a resource for benefit counselors, as well as observe benefit counselors and provide performance feedback.
- Assist with the development of the benefit counselor team through performance management tools, identifying staffing gaps, and facilitating annual/ongoing training with the benefit counselors.
Sales Product Specialist/Field Underwriter
Aetna, a CVS Health Co.
01.2008 - 11.2014
- Drive profitable new sales through joint sales and underwriting strategy.
- Evaluate, determine, and recommend alternative coverages, pricing options, and plan design changes based on economic analysis of available plan elements for existing and prospective customers.
- Played a crucial role in the successful implementation of field underwriting program.
- Provide general sales support to sales force and brokers.
- Ensure client satisfaction with products and services offered.
- Aided in streamlining the onboarding process by coordinating with stakeholders and providing comprehensive support.
Sales & Service Consultant/Field Underwriting
The Hartford Insurance
01.2005 - 01.2008
- Prepared, planned, and designed financial analysis for existing and prospective customers by interpreting RFPs.
- Managed the amendment process for customer contracts, ensuring adherence to underwriting, compliance, and administration guidelines.
- Coordinated the submission of new groups and facilitated setup and installation of assigned groups with policyholders and producers.
- Provide general sales support to sales force and brokers.
Skills
- Territory Management
- Account Servicing
- Client Base Retention
- Verbal and Written Communication
- Decision Making
- Relationship Building
- Customer Complaint Resolution
- Time Management
Certification
- Licensed Life & Health (KS & MO)
- Group Benefits Disability Specialist (GBDS)
Timeline
Client Relationship Executive
Sun Life
11.2023 - Current
Client Manager
Sun Life
04.2020 - 11.2023
Account Specialist
The Standard Insurance
02.2018 - 04.2020
Voluntary Enrollment Specialist
The Hartford Insurance
10.2015 - 12.2017
Sales Product Specialist/Field Underwriter
Aetna, a CVS Health Co.
01.2008 - 11.2014
Sales & Service Consultant/Field Underwriting
The Hartford Insurance
01.2005 - 01.2008